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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1176
AllSquare Wealth Management
New York
$160K – – –
FLP
1177
Financial Life Planners
Arizona
$160K +$182K +2,675 New
WPA
1178
Wealth Preservation Advisors
Tennessee
$159K +$2.38K +35 +1%
CH
1179
Cromwell Holdings
Wyoming
$154K – – –
AGWCA
1180
Annis Gardner Whiting Capital Advisors
Florida
$153K +$55.3K +814 +46%
KFI
1181
Key Financial Inc
Pennsylvania
$153K +$18.3K +270 +12%
CFO
1182
CVA Family Office
Colorado
$143K +$4.62K +68 +3%
HIA
1183
Harbor Investment Advisory
Maryland
$143K -$12.1K -178 -7%
QL
1184
Quarry LP
New York
$142K +$156K +2,299 +2,838%
FDCP
1185
Foster Dykema Cabot & Partners
Massachusetts
$138K – – –
BSB
1186
Bangor Savings Bank
Maine
$137K +$5.09K +75 +3%
HDIM
1187
Hanson & Doremus Investment Management
Vermont
$137K – – –
OL
1188
OneFund LLC
Florida
$136K +$5.23K +77 +3%
HWA
1189
HHM Wealth Advisors
Tennessee
$134K – – –
CIAM
1190
Caitong International Asset Management
Hong Kong
$133K +$152K +2,232 New
PAM
1191
Parvin Asset Management
South Dakota
$133K – – –
ACM
1192
Adalta Capital Management
New York
$130K – – –
CB
1193
Community Bank
New York
$130K +$8.56K +126 +6%
MCM
1194
MV Capital Management
Maryland
$129K -$408 -6 -0.3%
UIA
1195
Ulland Investment Advisors
Minnesota
$129K +$5.78K +85 +4%
RCM
1196
Richardson Capital Management
Wisconsin
$128K +$476 +7 +0.3%
CAL
1197
Capital Advisors Ltd
Ohio
$127K -$8.42K -124 -5%
GCM
1198
Gables Capital Management
Florida
$122K – – –
GWP
1199
Gen-Wealth Partners
Michigan
$122K – – –
CAL
1200
Capital Analysts LLC
Pennsylvania
$120K – – –
46 47
48
49 50